AI INFRASTRUCTURE IS ENTERING ITS NEXT PHASE 🚀 The AI trade is expanding beyond GPUs. I’m watching the entire infrastructure stack: $NVDA — Compute $AVGO — Net

AI INFRASTRUCTURE IS ENTERING ITS NEXT PHASE 🚀 The AI trade is expanding beyond GPUs. I’m watching the entire infrastructure stack: $NVDA — Compute $AVGO — Networking & custom silicon $MU — HBM & memory $VRT — Power & cooling $ORCL — Cloud infrastructure My view: the next winners may come from the …